+140.9%
NOK vs SPXU
-36.3%
+177.2%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -2.4% | +7.2% | +3.4% |
| 7D | +11.0% | +2.5% | +8.5% | +12.6% |
| 30D | +7.8% | +4.2% | +3.7% | +10.7% |
| 3M | -21.0% | -9.3% | -11.7% | -23.7% |
| 6M | +40.9% | -30.7% | +71.6% | +26.2% |
| YTD | +72.0% | -28.1% | +100.2% | +57.5% |
| 1Y | +140.9% | -35.2% | +176.2% | +120.9% |
| All | +140.9% | -36.3% | +177.2% | +120.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SPXU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling